Ways to Work With Me Book a Call Insights Meet Beth Ann

My coaching style is hands-on, supportive, and results-focused. I believe fundraisers do their best work when they feel confident and clear, so I equip you with scripts, tools, and strategies that turn uncertainty into bold conversations — and bold conversations into major gift success.

1:1 Coaching, Team Training + Keynotes

 

Explore personalized coaching, team training, and inspiring keynotes designed to amplify your major gift fundraising success. Partner with an expert to achieve bigger gifts, deeper donor relationships, and transformational results.

 

Masterminds + Group Coaching

 

Expert coaching and training for fundraisers and nonprofit leaders raising major gifts. Build lasting donor relationships and close more transformational gifts with the structure, strategy, and support you need—plus a boost of "BethAnn-ergy!"

Courses + Resources

 

Self-paced tools and trainings designed to help you connect with donors and raise more for your mission -- on your schedule. Whether you need a step-by-step guide, a Masterclass, or a self-paced course, you'll find a range of support -- at the most accessible price. 

Explore Courses + Coaching to Raise More

Group Coaching + Strategy

Major Gifts Catalyst

The support, skills, and systems to unlock your major gifts success Close more gifts with confidence through a proven, connection-based approach. Over 6 months, you’ll master a step-by-step process to grow major donor relationships, backed by 1:1 and group coaching, real-time Q&A, and tailored feedback before your next donor meeting or big Ask. You’ll also gain scripts and conversation guides, plug-and-play fundraising resources, and the support of a private community of peers who are securing transformational gifts. Your Major Gift Catalyst membership includes access to a live session with teaching and coaching the 1st Wednesday of the month, 1:1 Private Progress Day (coaching via Slack messages or voice) the 2nd Wednesday, and Group Coaching via Zoom the 3rd Wednesday, plus the Resource Vault and replays. With personalized coaching and learning combined, you’ll walk away with the clarity, confidence, and tools to consistently secure 5-, 6- and 7-figure gifts. đź’˛ Special Webinar Pricing: Monthly payments for 6 months: $450, totalling $2,700 | Pay-in-Full option of $2,500 available âś”️ Invoicing options available email: [email protected] âś”️ Canadian dollar pricing available 

6 monthly payments of $450.00 USD

Major Gifts Catalyst

The support, skills, and systems to unlock your major gifts success Close more gifts with confidence through a proven, connection-based approach. Over 6 months, you’ll master a step-by-step process to grow major donor relationships, backed by 1:1 and group coaching, real-time Q&A, and tailored feedback before your next donor meeting or big Ask. You’ll also gain scripts and conversation guides, plug-and-play fundraising resources, and the support of a private community of peers who are securing transformational gifts. Your Major Gift Catalyst membership includes access to a live session with teaching and coaching the 1st Wednesday of the month, 1:1 Private Progress Day (coaching via Slack messages or voice) the 2nd Wednesday, and Group Coaching via Zoom the 3rd Wednesday, plus the Resource Vault and replays. With personalized coaching and learning combined, you’ll walk away with the clarity, confidence, and tools to consistently secure 5-, 6- and 7-figure gifts. đź’˛ Special Masterclass price: $2,500.00 | monthly pricing available✔️ Invoicing options available email: [email protected]✔️ Canadian dollar pricing available

$2,500.00 USD

1:1 Coaching  |  Team Training  |  Keynotes

Portfolio Review + Action Plan

Portfolio Review + Action Plan Turn your donor portfolio into a roadmap for major gifts success In this focused 3-hour deep dive with follow up sessions, together we’ll prioritize your highest-value donors, craft strategies that set clear Ask ranges + strategize next steps. You’ll leave with a practical, personalized action plan. Within the next 45 days, you’ll have 1 45-minute follow-up session to refine and sustain your momentum as you put your plans and strategies into action. đź’˛ Price: $2,500  âś”️ Invoicing options available email: [email protected]

$2,500.00 USD

90-Day Momentum

Focused coaching to keep you accountable, strategic + closing gifts Over 90 days, you’ll set concrete goals in an initial strategy session, then bi-weekly (every other week) coaching sessions designed around your most urgent donor-facing work. With ongoing support via Voxer and email, this tailored, personalized 1:1 coaching program gives you the clarity and accountability to build momentum AND the confidence to secure major gifts faster. đź’˛ Price: $3,500 ✔️ Invoicing options available email: [email protected] 

$3,500.00 USD

Small Team Evolution

Build Your Team’s Skills + Expand Your Strategies + Change Your Approach This 3-month program combines monthly team coaching with individualized sessions for up to four team members, plus ongoing support and presentations that keep your team aligned and energized. With a balance of group strategy and personal coaching, your team gains the tools, accountability, and confidence to move donors forward together. This program offers 1:1 coaching for 4 team members, and monthly team sessions, along with quarterly planning sessions optional. đź’˛ Price: $5,000 + 5% tax ($3,675)  ✔️ Invoicing options available email: [email protected]

$5,250.00 USD

6-month Transformation

Expand your skills, strengthen your strategies, confidently close major gifts Clarity, confidence, and results that last. This longer-term coaching engagement combines bi-weekly 1:1 sessions (every other week), ongoing strategy support + an optional strategic planning intensive to help you build a sustainable, connection-based major gifts program. Designed for fundraisers ready to elevate their practice, Transformation equips you with the skills, strategies, and support to consistently close transformational gifts. đź’˛ Price: $6,000  ✔️ Invoicing options available email: [email protected]

$6,000.00 USD

12-month Transformation

Focused coaching to keep you accountable, strategic, and closing gifts Clarity, confidence, and results that last. This longer-term coaching engagement ensures that you’ll build on your learning, grow relationships with donors and prospects, and raise more major gifts. The package combines bi-weekly 1:1 sessions (every other week), ongoing strategy support, and quarterly strategic planning intensives geared toward your donor-facing work to help you build a sustainable, connection-based major gifts program. Designed for fundraisers ready to elevate their practice, “12 Months Transformation” equips you with the skills, strategies, and support to consistently close transformational gifts. đź’˛ Price: $10,800 ✔️ Invoicing options available email: [email protected]

$10,800.00 USD

Courses + Resources

Dialing Into Success: Strategies that Crush Phone Phobia [PDF Resource]

Dialing into Success: Crushing Phone Phobia - PDF Resource Overcome your fear of making fundraising calls with this 15+ page PDF resource from the workshop, "Dialing into Success: Strategies that Crush Phone Phobia." This Guide + Resources is one to keep on your desktop to reference again and again. Designed for fundraisers who want to build confidence and master the art of the phone conversation, this handy guide will equip you with step-by-step techniques to handle calls with ease and effectiveness. Learn how to engage donors, build rapport, and enter the discovery or gift conversation, all while crushing the anxiety that holds you back. Transform your phone phobia into a powerful tool for fundraising success!

$17.00 USD

Dialing Into Success: Strategies that Crush Phone Phobia - Video Workshop + PDF Resource

Dialing into Success: Strategies that Crush Phone Phobia - Video Workshop Overcome your fear of making fundraising calls with our workshop, "Dialing into Success: Strategies that Crush Phone Phobia." Designed for fundraisers who want to build confidence and master the art of the ask, this interactive session will equip you with practical techniques to handle calls with ease and effectiveness. Learn how to engage donors, build rapport, and secure more gifts, all while crushing the anxiety that holds you back. Transform your phone phobia into a powerful tool for fundraising success!

$29.00 USD

Transform Your Thank Yous and Stewardship into Bigger Gifts!

Get ready for a high-energy exploration of our AFP ICON session, "Why "Thank You" Isn't Enough and How Better Thanks Gets You Bigger Gifts." Elevate your donor stewardship with our mini-course based on the popular AFP presentation by Shanon Doolittle and Beth Ann Locke. Discover the importance of great stewardship, heartfelt thanks, and impactful reporting to engage, delight, and retain donors. This free course includes the original 75-minute presentation, requested tip sheets and examples, and the Thanking Better Bingo Card. Transform your thank yous into bigger gifts and watch your fundraising efforts soar!

Free
/ /